Daftra Academy

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Browse our wide range of specialist courses in accounting, sales and management, and start your journey to a better future.

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Every course on the Academy is free. There is nothing to pay, now or later.

Showing 1 - 12 of 39 courses

  • Free

    Sales Management in Daftra

    A practical guide to managing sales in Daftra: configuring invoice and quotation settings, creating and managing invoices and sales orders, and handling discounts, returns, credit and debit notes and recurring invoices.

    2 hours

    Daftra Academy

    Daftra Education Team

  • Free

    Treasuries and Bank Accounts in Daftra

    A complete guide to setting up treasuries and bank accounts in Daftra, from adding them and reconciling bank statements to payment methods and default treasuries for each employee.

    22 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Warehouse and Stock Management in Daftra

    A complete guide to setting up warehouse and stock management in Daftra, including stocktaking, pricing, multiple warehouses, products and user assignments.

    2 hours

    Daftra Academy

    Daftra Education Team

  • Free

    Customer Management in Daftra

    A complete guide to setting up customer management in Daftra: customer settings, custom data fields, customer portal access and more.

    44 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Daftra Point of Sale: Setup and Daily Use

    A practical course on setting up and using Daftra's Point of Sale, from settings, shifts and devices to selling, managing sessions, returns and reports.

    2 hours

    Daftra Academy

    Daftra Education Team

  • Free

    Rental and Unit Management in Daftra

    Learn how to run your rental units in Daftra, from defining units and their pricing rules to booking orders, lease contracts and their instalments, and the rental reports.

    2 hours

    Daftra Academy

    Daftra Education Team

  • Free

    Sales Reps and Route Management in Daftra

    Learn to organise field visits for sales and delivery reps in Daftra, from areas and route templates to assigning daily routes and tracking visits and their reports.

    58 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Medical Clinic Management in Daftra: Full Walkthrough

    A recorded walkthrough of running clinics and medical centres in Daftra: patient invoicing, patient records, examination and surgery appointments, medicine inventory, staff, and dealing with medical insurance companies.

    40 minutes

    Daftra Academy

    Daftra Education Team

  • Free

    Daftra Mobile and Desktop Apps: A Practical Guide

    A practical guide to three Daftra apps: the mobile stocktaking app, the desktop Point of Sale app that works offline, and the ESS app for employee attendance.

    26 minutes

    Daftra Academy

    Daftra Education Team